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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,800 | $72,269-89.2% | $101,271-92.3% | $79,852-90.2% |
| Participation rate | 79.5% | 68.5%+11.0pp | 75.8%+3.7pp | 69.6%+9.8pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,138 | $2,692-57.7% | $3,660-68.9% | $2,471-53.9% |
| Participant deferral / active EE | $3,434 | $3,282+4.6% | $4,371-21.4% | $3,740-8.2% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |